Trimble Inc. · NASDAQ:TRMB
Trimble — Association of Equipment Manufacturers Investor Conference 2020
6 slides from Trimble's conference presentation, Mar 11, 2020
Slide 1: Trimble Inc.
Trimble Inc. Steve Berglund, Executive Chairman March 2020 1
Slide 2: Forward-looking statements
Forward-looking statements Certain statements made in this presentation and any subsequent Q&A period are forward-looking statements, within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and are made pursuant to the safe harbor provisions of the Securities Litigation
Slide 3: Trimble at a glance
Trimble at a glance Company Financial Highlights • Integrated technology and Revenue $M Adjusted EBITDA $M $1,000 software provider to the world’s Y/Y: Y/Y: Y/Y: +18% + 4 % $800 22.6% 22.7% 2 largest industries +12% $600 19.5% 20.2% • 1,200+ patents; >$400 million/year $3,132 $400 $3,271 $708 $743 1
Slide 4: Trimble differentiates at the connection of the digital and physical worlds
Trimble differentiates at the connection of the digital and physical worlds Construction Agriculture Transportation 3D model at anchor bolt level detail drives pinpoint construction accuracy during fabrication and construction Construction Real time road, vehicle, and driver verification against con
Slide 5: The Trimble portfolio is positioned to provide balanced growth
The Trimble portfolio is positioned to provide balanced growth Diverse business mix Growing software mix Global opportunity 2019 2019 2019 Rest of World, 6% Asia-Pacific, Transportation, 24% 11% Buildings & Infrastructure, Hardware, 38% SW, 43% services, North Resources & America, 55% recurring, Eur
Slide 6: Financial metric highlights – Q4'19
Financial metric highlights – Q4’19 Annualized recurring revenue ≈$1.13B TTM free cash (+6% growth) flow up +23% $1.9B in TTM software, services TTM research & development and recurring revenue 14.4% of revenue (+15% growth) (>65% of R&D in software) $542M deferred Net working capital revenue balanc
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